Colton Cockerell is a registered investment advisor at Lvz, INC., based in Friendswood, TX, with 10 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
820 S. Friendswood Drive, Ste 207, Friendswood, TX, 77546
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colton works as an agent for Sharer McKinley Group, selling fixed annuities, life/health, and long-term care insurance, dedicating about 10-20% of his time. He is also an employee of Sharer McKinley Group doing business as something else, spending about a quarter of his time on investment-related activities.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.